John M Olson, MS, MPAS®, CFP®, CLU®,  AWMA®

John M Olson, MS, MPAS®, CFP®, CLU®, AWMA®

Allentown, Pennsylvania, United States
647 followers 500+ connections

About

The process of discovering clients' financial goals and priorities creates an awareness…

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Experience

Education

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    The curriculum, which takes nearly three years to complete, provides students with a thorough and advanced education focusing on all aspects of personal financial planning, including investments, insurance, taxation, retirement planning, and estate planning. Graduates of the program have demonstrated critical thinking and complex problem-solving skills that are attributed to the program’s deep and rigorous exploration of the material.

    The College for Financial Planning is a…

    The curriculum, which takes nearly three years to complete, provides students with a thorough and advanced education focusing on all aspects of personal financial planning, including investments, insurance, taxation, retirement planning, and estate planning. Graduates of the program have demonstrated critical thinking and complex problem-solving skills that are attributed to the program’s deep and rigorous exploration of the material.

    The College for Financial Planning is a regionally-accredited institution of higher education accredited by the Higher Learning Commission, a member of the North Central Association. The College is a wholly owned subsidiary of Apollo Group, Inc., located in Phoenix, Arizona.

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    Activities and Societies: ALPHA SIGMA LAMBDA of the ZETA BETA chapter.

    Dean's List Every Semester. Campus Scholar Award 2002 and 2003. Louis C. Riggs Scholarship Recipient. Statistics and Algebra Tutor.

Licenses & Certifications

Courses

  • Certified in Long-Term Care

    2012

  • Leadership Upper Bucks Graduate

    2011

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